PO Requisition Template Upload creates, updates and deletes Oracle Purchasing requisition templates from Excel – the template header plus its lines – mirroring the Purchasing Requisition Templates setup form.
When to use it
- Create many new requisition templates at once instead of keying them one by one in the form.
- Add, change or remove template lines on existing templates in bulk.
- Fully replace a template’s lines and reload a new set.
- Mass-maintain sourcing defaults (supplier/site/contact or source organization/subinventory) across templates.
- Standardize templates across multiple operating units in one spreadsheet.
- Copy or clone a template’s lines.
Before you start
- Blitz Report is installed and you are signed in to a responsibility with access to the operating unit.
- Items exist and are purchasing- or internal-order-enabled in the operating unit; revisions, categories and units of measure are valid.
- For supplier-sourced lines the supplier, site and contact exist; for inventory-sourced lines a valid source organization exists.
Step 1 – Choose a mode, set the parameters and download
In Blitz Report, open PO Requisition Template Upload, choose an Upload Mode (Create for new templates only, or Create, Update to download existing templates to edit), and set the parameters:
| Parameter | Purpose |
|---|---|
| Upload Mode | Create or Create, Update. Default is Create. |
| Operating Unit | Restrict downloaded templates to this operating unit. |
| Template Type / Template Name / Template Name Contains | Restrict which existing templates are downloaded. |
Run the upload to download and open the Excel file. Each template and line is automatically handled as a create or an update depending on whether it already exists.
Step 2 – Enter the templates
Use one row per template line; repeat the header values on each line of the same template. On the header enter the Operating Unit, Template Name and Type. On each line enter the Line Number, Line Type, Item (or Category for a category line), Line Description, UOM, Unit Price and Source Type.
Step 3 – Delete lines (optional)
Set Delete this Template Line to Yes to remove a downloaded existing line. To clear and reload all lines of a template, use the Pre Delete Template Lines option.
Step 4 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.
Step 5 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates or updates each template and its lines. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Created and updated requisition templates with their lines; deleted lines where flagged.
- A result report listing every row with a status (success or error) and a message.
Common questions
Can I change the Operating Unit or Type on an existing template?
No – Operating Unit and Type are read-only on existing rows; the operating unit of an existing template cannot be changed.
How do I delete a single line vs all lines?
Set Delete this Template Line = Yes on that line (it must be a downloaded existing line). To clear and reload all lines, use the Pre Delete Template Lines option.
What’s the difference between an item line and a category line?
Leave Item blank to create a category-based line (Category required); enter an Item to default Category and Description from the item.
Why is Buyer suddenly required?
Because Reserve PO Number is set to Yes or Optional – those require a Buyer.
Can I rename a template?
Yes, in Create, Update mode – change the Template Name; the new name must not already exist in the operating unit and must be 25 characters or fewer.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| You cannot create new templates in Update mode / update existing templates in Create mode | The action doesn’t match the selected Upload Mode. | Set Upload Mode to Create, Update, or use the correct mode for the row. |
| A template with this name already exists / Template Name exceeds maximum length | Duplicate or too-long template name. | Use a unique name within the operating unit, 25 characters or fewer. |
| Item is not purchasing or internal order enabled | The item isn’t set up correctly in the operating unit. | Enable the item for purchasing/internal orders, pick a valid item, or use a category line. |
| Source Organization is required for inventory-sourced lines | Source Type = Inventory with no source organization. | Enter a valid source organization (and optional subinventory). |
| Cannot delete a line which has not yet been created | Delete = Yes on a line that doesn’t exist yet. | Only set Delete = Yes on a downloaded existing line. |